CODRX Mutual Fund

NAV$11.59

AUM$47M

TER0.56%

Holdings187

CODRX Mutual Fund

NAV$11.59

Columbia Oregon Intermediate Municipal Bond Fund Class I2

AUM$47M

TER0.56%

Holdings187

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Holdings Overlap Analysis

Compare CODRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CODRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CODRX Mutual Fund Overlap Analysis

CODRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

CODRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 187 holdings, CODRX may share significant positions with broad-market funds.

CODRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CODRX tax-loss harvesting finds highly correlated but non-identical funds.